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#semiconductors #ai-infrastructure #ai-semiconductors #ai-chips #us-china-relations #earnings #stock-valuation
Artificial intelligence
from24/7 Wall St.
5 hours ago

Jensen Huang Just Called Humanoid Robots a $40 Trillion Market. Here's Why Wall Street Is Loading Up on Physical AI Stocks

Humanoid robots are positioned as a $40 trillion labor-automation market, with NVIDIA providing compute and Tesla as a pure-play bet.
Business
from24/7 Wall St.
19 hours ago

QQQ's Hidden Risk: Why the Fund's Top 5 Holdings Move Together

QQQ’s next 12-month performance depends mainly on continued hyperscaler AI capex growth, concentrated in a few top holdings, especially NVIDIA.
#ai-infrastructure
fromFortune
1 day ago
Tech industry

Nvidia CFO Colette Kress: 'AI is no longer a nice-to-have' | Fortune

from24/7 Wall St.
2 days ago
Artificial intelligence

Wedbush's Dan Ives: AI Revolution Is Only in Third Inning. Here's Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

from24/7 Wall St.
3 days ago
Business

Forget Nvidia As a $39 Trillion Debt Time Bomb Meets a Divided Fed, This Unstoppable Monopoly Is a No-Brainer Buy

Tech industry
fromFortune
1 day ago

Nvidia CFO Colette Kress: 'AI is no longer a nice-to-have' | Fortune

Nvidia’s CFO Colette Kress leads financial growth as Nvidia’s AI infrastructure demand drives record revenue, cash flow, and market value expansion.
Artificial intelligence
from24/7 Wall St.
2 days ago

Wedbush's Dan Ives: AI Revolution Is Only in Third Inning. Here's Why Nvidia and U.S. Chip Stocks Have Years of Upside Left.

AI investment remains early, with most of the 9-inning game still ahead, benefiting models, software, chips, and supporting infrastructure.
Business
from24/7 Wall St.
3 days ago

Forget Nvidia As a $39 Trillion Debt Time Bomb Meets a Divided Fed, This Unstoppable Monopoly Is a No-Brainer Buy

NVIDIA’s valuation and customer concentration raise risk as higher capital costs approach, while Berkshire Hathaway offers a lower-multiple margin of safety.
Artificial intelligence
from247wallst.com
5 days ago

Jensen Huang Said Compute Equals Revenue. Nvidia Can Easily 3x If He's Right

Nvidia’s AI infrastructure demand is projected to scale rapidly, supporting major revenue growth and potentially reaching $750B+ annually by 2027-2028.
Venture
from24/7 Wall St.
6 days ago

XOVR ETF: Watch Hyperscaler AI Capex Before Summer 2026 Earnings Season

Hyperscaler AI capex is the key driver for XOVR, with NVIDIA-linked earnings and private-public weighting effects likely to re-rate quickly on guidance changes.
Artificial intelligence
fromwww.bbc.com
1 week ago

Nvidia's record result fails to impress investors

Nvidia reported record revenue and profit growth driven by data center AI demand, while forecasts project $3tn–$4tn annual AI infrastructure spending.
more#ai-infrastructure
Tech industry
fromAxios
1 day ago

Scoop: First Windows PCs powered by Nvidia chips to debut next week

Nvidia and Microsoft will debut Nvidia-powered PCs and new Windows software for local AI agents at Computex and Build.
Tech industry
fromThe Verge
1 day ago

Nvidia, Microsoft, and Arm are all teasing Nvidia's new N1X laptop processors

Nvidia, Microsoft, and Arm are teasing Arm-powered Nvidia laptop chips to be announced at Computex in Taipei.
#ai-hardware
Business
from24/7 Wall St.
2 days ago

Forget Nvidia! This Under-the-Radar Supercharged Growth Stock is a Much Smarter Buy for 2026

NVIDIA’s valuation reflects perfection while key risks mount, making Trade Desk a more attractive alternative at rational pricing and strong cash generation.
fromTNW | Nvidia
4 days ago
Tech industry

NVIDIA's Jensen Huang calls Taiwan the 'epicentre' of the AI revolution as spending hits $150bn a year

Taiwan is positioned as the epicentre of the AI revolution, with Nvidia’s annual island spending projected to reach about $150bn.
Business
from24/7 Wall St.
2 days ago

Forget Nvidia! This Under-the-Radar Supercharged Growth Stock is a Much Smarter Buy for 2026

NVIDIA’s valuation reflects perfection while key risks mount, making Trade Desk a more attractive alternative at rational pricing and strong cash generation.
Tech industry
fromTNW | Nvidia
4 days ago

NVIDIA's Jensen Huang calls Taiwan the 'epicentre' of the AI revolution as spending hits $150bn a year

Taiwan is positioned as the epicentre of the AI revolution, with Nvidia’s annual island spending projected to reach about $150bn.
more#ai-hardware
#ai-semiconductors
from24/7 Wall St.
3 days ago
Artificial intelligence

Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as 'Market Expects Nvidia to Keep Beating Expectations'

Business
from24/7 Wall St.
4 days ago

Price Prediction: Nvidia Stock Will Hit $300 On This Date

NVIDIA’s quarter shows rapid AI-driven growth, but shares lag due to rate fears, China H20 limits, and supply execution risk.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Could 10X Its Sales. One Bottleneck Is Stopping It

NVIDIA chip revenue could reach $2–$3 trillion by 2027, but wafer supply from Taiwan Semiconductor limits growth and prevents AI capex from becoming a bubble.
European startups
from24/7 Wall St.
1 week ago

Nvidia Won Back Access to China's AI Market. So Why Is Beijing Slamming the Door Again?

U.S. export limits reduced Nvidia’s China GPU sales, while Nvidia’s global revenue surged, leaving investors to weigh long-term strategic losses.
Silicon Valley
from24/7 Wall St.
2 days ago

NVIDIA's Secret New Products Could Be Staring Down a $40 Trillion Opportunity

Nvidia’s strong earnings face skepticism about cyclical AI demand, while physical AI and robotics could expand its opportunity far beyond GPUs.
Artificial intelligence
from24/7 Wall St.
3 days ago

Nvidia Stock Trades Flat Despite $1 Trillion Sales Target as 'Market Expects Nvidia to Keep Beating Expectations'

NVIDIA delivered massive revenue growth, buybacks, and dividend increases, yet shares barely moved as expectations and bond yields limited investor upside.
Business
from24/7 Wall St.
4 days ago

2 CEOs, 1 AI Empire: Why Jensen Huang and Lisa Su Are on a Collision Course

Nvidia shows stronger AI platform moat, higher margins, and accelerating data-center growth, making it the better retirement allocation choice versus AMD.
Business
from24/7 Wall St.
4 days ago

Price Prediction: Nvidia Stock Will Hit $300 On This Date

NVIDIA’s quarter shows rapid AI-driven growth, but shares lag due to rate fears, China H20 limits, and supply execution risk.
Tech industry
from24/7 Wall St.
1 week ago

NVIDIA Could 10X Its Sales. One Bottleneck Is Stopping It

NVIDIA chip revenue could reach $2–$3 trillion by 2027, but wafer supply from Taiwan Semiconductor limits growth and prevents AI capex from becoming a bubble.
European startups
from24/7 Wall St.
1 week ago

Nvidia Won Back Access to China's AI Market. So Why Is Beijing Slamming the Door Again?

U.S. export limits reduced Nvidia’s China GPU sales, while Nvidia’s global revenue surged, leaving investors to weigh long-term strategic losses.
more#ai-semiconductors
US Elections
from24/7 Wall St.
2 days ago

Trump Calls It His Bull Market. The Numbers Say It Belongs to This Person Instead

NVIDIA’s outsized gains are driving most S&P 500 strength, while most stocks lag, making the rally’s arithmetic dependent on one company.
#jensen-huang
Silicon Valley
from24/7 Wall St.
2 days ago

Jensen Huang Becomes The World's 8th Richest Person

Jensen Huang became the world’s 8th richest person with $176 billion as Nvidia’s AI-driven growth expanded revenue and market value rapidly.
Silicon Valley
from24/7 Wall St.
3 weeks ago

What Happens to Nvidia If Jensen Huang Steps Down?

Nvidia’s leadership is highly concentrated in Jensen Huang, with no public successor plan, while valuation already reflects continued dominance in AI accelerated computing.
Silicon Valley
from24/7 Wall St.
2 days ago

Jensen Huang Becomes The World's 8th Richest Person

Jensen Huang became the world’s 8th richest person with $176 billion as Nvidia’s AI-driven growth expanded revenue and market value rapidly.
Silicon Valley
from24/7 Wall St.
3 weeks ago

What Happens to Nvidia If Jensen Huang Steps Down?

Nvidia’s leadership is highly concentrated in Jensen Huang, with no public successor plan, while valuation already reflects continued dominance in AI accelerated computing.
more#jensen-huang
Tech industry
from24/7 Wall St.
3 days ago

What's The Second Most Valuable Company In The World?

Nvidia leads global market value at $5.15 trillion, while Alphabet ranks second at $4.67 trillion due to dominant search, YouTube scale, and Android reach.
#us-china-relations
Silicon Valley
fromTNW | Nvidia
3 days ago

Jensen Huang joins the Tsinghua University advisory board chaired by Tim Cook

Jensen Huang joined Tsinghua University’s economics and management advisory board, aligning Nvidia leadership with major US tech and finance executives amid US-China AI and supply-chain signaling.
World politics
fromArs Technica
2 weeks ago

Desperate Trump taps "Tim Apple," Jensen Huang, Elon Musk to attend Xi summit

Trump’s Beijing talks with Xi may pressure a shift on semiconductor tariffs and Taiwan due to limited leverage and China’s increased bargaining power.
European startups
fromTruthout
2 weeks ago

Trump Arrives in China With Entourage of Tech CEOs

Trump will meet Xi Jinping in China to discuss trade and China’s support for Iran, accompanied by major tech CEOs seeking greater access for their companies.
Silicon Valley
fromTNW | Nvidia
3 days ago

Jensen Huang joins the Tsinghua University advisory board chaired by Tim Cook

Jensen Huang joined Tsinghua University’s economics and management advisory board, aligning Nvidia leadership with major US tech and finance executives amid US-China AI and supply-chain signaling.
World politics
fromArs Technica
2 weeks ago

Desperate Trump taps "Tim Apple," Jensen Huang, Elon Musk to attend Xi summit

Trump’s Beijing talks with Xi may pressure a shift on semiconductor tariffs and Taiwan due to limited leverage and China’s increased bargaining power.
European startups
fromTruthout
2 weeks ago

Trump Arrives in China With Entourage of Tech CEOs

Trump will meet Xi Jinping in China to discuss trade and China’s support for Iran, accompanied by major tech CEOs seeking greater access for their companies.
more#us-china-relations
Silicon Valley
fromArs Technica
3 days ago

Nvidia bets $150B on Taiwan as Trump's plan to make US an AI hub backfires

Nvidia plans to invest $150 billion annually in Taiwan to keep it the AI manufacturing and innovation epicenter.
Intellectual property law
fromTNW | Asia
4 days ago

Taiwan suspects NVIDIA chips were smuggled to China via a Japan transshipment route

Taiwanese prosecutors accuse three people of falsifying export documents to divert US-restricted Super Micro servers with Nvidia AI chips from Japan to mainland China.
Cryptocurrency
from24/7 Wall St.
4 days ago

We Asked 4 AI Models If $10,000 In XRP Beats $10,000 In Nvidia by 2030

XRP is forecast to have higher upside and higher volatility than Nvidia by 2030, while Nvidia is projected to be more resilient in downturns.
Business
from24/7 Wall St.
5 days ago

Trump's 2026 Bull Market is Really Just an Nvidia Rally

S&P 500 gains in 2026 are driven largely by Nvidia’s outsized weight, while most index components are falling or underperforming.
#artificial-intelligence
fromFortune
5 days ago
Silicon Valley

Nvidia CEO Jensen Huang admits he criticizes everything his 42,000-plus employees show him: 'You can't go a day without some criticism' | Fortune

Business
from24/7 Wall St.
2 weeks ago

Nvidia Hits $5.5 Trillion -- It's Now Worth More Than the GDP of Every Country but the U.S. and China

Nvidia’s market value surged to $5.5 trillion by becoming core infrastructure for generative AI workloads across industries and finance.
Silicon Valley
fromFortune
5 days ago

Nvidia CEO Jensen Huang admits he criticizes everything his 42,000-plus employees show him: 'You can't go a day without some criticism' | Fortune

Nvidia’s demanding feedback culture, delivered immediately and aimed at improvement, supports high employee retention and long-term career fulfillment.
Business
from24/7 Wall St.
2 weeks ago

Nvidia Hits $5.5 Trillion -- It's Now Worth More Than the GDP of Every Country but the U.S. and China

Nvidia’s market value surged to $5.5 trillion by becoming core infrastructure for generative AI workloads across industries and finance.
Artificial intelligence
from24/7 Wall St.
2 weeks ago

Nvidia Will Soon Make More than Apple and Microsoft Combined

Nvidia’s AI GPU dominance drives massive projected free cash flow, yet its stock has largely moved sideways, creating a valuation disconnect versus peers.
Healthcare
from24/7 Wall St.
2 weeks ago

This 1 Insane Nvidia Stat Explains Why Wall Street Can't Stop Buying the Stock

Nvidia’s market value has surpassed the entire S&P 500 healthcare sector, driven by AI infrastructure demand for GPUs and related systems.
more#artificial-intelligence
#generative-ai
Venture
from24/7 Wall St.
5 days ago

WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

A concentrated generative AI ETF delivered about 21% over a year versus a broader AI fund’s about 82%, showing focus can underperform.
Artificial intelligence
from24/7 Wall St.
6 days ago

BofA's Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an "Unprecedented" Chip Cycle

Generative AI-driven agentic workloads are accelerating semiconductor demand, supporting higher NVIDIA valuation and suggesting capex restraint could harm growth.
Venture
from24/7 Wall St.
5 days ago

WISE Concentrates a Generative AI Bet Into 48 Stocks With a Single Theme Risk Most Investors Ignore

A concentrated generative AI ETF delivered about 21% over a year versus a broader AI fund’s about 82%, showing focus can underperform.
Artificial intelligence
from24/7 Wall St.
6 days ago

BofA's Vivek Arya Sees Nvidia at $350 as Agentic AI Drives an "Unprecedented" Chip Cycle

Generative AI-driven agentic workloads are accelerating semiconductor demand, supporting higher NVIDIA valuation and suggesting capex restraint could harm growth.
more#generative-ai
Toronto startup
from247wallst.com
5 days ago

Tesla vs Nvidia: Both Market's Favorite, But One Is a Best Buy Now

Tesla shows improving margins and growing FSD subscriptions, while Nvidia shows rapid AI infrastructure revenue growth and high gross margins at far lower valuation risk.
Business
fromwww.businessinsider.com
5 days ago

'Big Short' investor Michael Burry sounds the alarm on Nvidia stock and AI 'tokenmaxxing'

Nvidia faces heightened downside risk from weak trading activity, limited hedging, and extreme customer concentration that could trigger sharp demand shocks.
#ai-data-centers
Tech industry
from24/7 Wall St.
1 week ago

Nvidia's Hidden $60 Billion Business Is About to Overtake Broadcom

AI data centers require ultra-fast networking, and Nvidia’s networking revenue has surged to become a dominant full-stack infrastructure business.
Tech industry
fromTechzine Global
1 week ago

AI data centers drive Nvidia to record revenue

Nvidia’s quarterly results beat expectations as AI data-center demand drives revenue growth, while U.S. China export limits reduce revenue.
Business intelligence
from24/7 Wall St.
2 weeks ago

BofA Hikes NVIDIA Price Target to $320 on Massive $1.7 Trillion AI Data Center Forecast

Bank of America raised NVIDIA’s price target to $320, citing a higher 2030 AI data center TAM and accelerating AI sales through 2026.
more#ai-data-centers
Business
from24/7 Wall St.
1 week ago

BlackBerry Soars 18%, Mobileye Climbs 4%, Aurora Innovation Rises 2% While NVIDIA Drifts: Automotive AI Trade Picks a New Leader

BlackBerry’s QNX embedded operating system is driving a sharp rally as investors rotate into automotive AI software names.
#semiconductors
Business
from24/7 Wall St.
1 week ago

Nvidia Will Form The $6 Trillion Club On This Date

NVIDIA posted record revenue and net income, but shares lag due to positioning, China supply concerns, and expectations for consolidation despite bullish analyst targets.
from24/7 Wall St.
1 week ago
Business

Nvidia Is Soaring - The Big Question Is When Does Palantir's Turn Come?

Nvidia shares hit new highs after U.S. approval to sell older H200 chips to China, while Palantir remains in a prolonged bear market with pressured momentum.
from24/7 Wall St.
2 weeks ago
Business

Wall Street Is Worried About a 'Sizzling' Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Semiconductor stocks have surged sharply, but cooling signals and sentiment drops raise risk of a stall in the broader US rally.
Business
from24/7 Wall St.
1 week ago

Nvidia Will Form The $6 Trillion Club On This Date

NVIDIA posted record revenue and net income, but shares lag due to positioning, China supply concerns, and expectations for consolidation despite bullish analyst targets.
Tech industry
from24/7 Wall St.
1 week ago

Nvidia Price Prediction: After Record Earnings, Here Is How High The Stock Will Rally

NVIDIA delivered a blowout quarter with surging Data Center revenue, strong margins, and major buybacks, supporting a high-confidence buy and upside price targets.
Business
from24/7 Wall St.
1 week ago

Michael Burry Says Today's Top 10 Stocks Surged 784% in a Year. The Pre-Dot-Com Number Was 622%.

Semiconductor and AI stocks have surged sharply in 2026, prompting a leveraged bearish stance tied to a 2000-style parabolic run despite strong NVIDIA fundamentals.
Business
from24/7 Wall St.
1 week ago

Nvidia Is Soaring - The Big Question Is When Does Palantir's Turn Come?

Nvidia shares hit new highs after U.S. approval to sell older H200 chips to China, while Palantir remains in a prolonged bear market with pressured momentum.
Business
from24/7 Wall St.
2 weeks ago

Wall Street Is Worried About a 'Sizzling' Semiconductor Trade. History Says Cooling Periods Like This Set Up the Next Leg Higher

Semiconductor stocks have surged sharply, but cooling signals and sentiment drops raise risk of a stall in the broader US rally.
more#semiconductors
Silicon Valley
fromTNW | Robots
1 week ago

Kawasaki Heavy ties up with Nvidia on physical AI, and the rideable robot horse gets a foundation model

Kawasaki Heavy Industries opened a San Jose physical-AI development base with Nvidia and others, using CORLEO mobility robotics as the first showcase.
#earnings
Business
from24/7 Wall St.
1 week ago

Tech Stocks Plunge. Meanwhile, Costco Surged to All-Time Highs.

Nvidia delivered strong quarterly results but shares fell after hours, raising fears that overheated AI and semiconductor stocks may reverse and pressure broader tech.
Tech industry
fromTechCrunch
1 week ago

Nvidia posts another record quarter, reveals $43 billion of holdings in startups | TechCrunch

Nvidia reported $81.6B revenue, $75.2B data center revenue, authorized $80B buybacks, and forecast 12% next-quarter growth amid export uncertainty.
Silicon Valley
fromFast Company
1 week ago

Nvidia reports $81.6 billion in revenue, beating estimates

Nvidia reported fiscal first-quarter profit of $58.32 billion and $2.39 per share, with revenue of $81.61 billion, exceeding analyst expectations.
Tech industry
from24/7 Wall St.
1 week ago

Live: Nvidia's Q1 Earnings Tonight Could Send Shockwaves Across the Market

NVIDIA is set to report Q1 FY2027 results with high expectations for Data Center growth, networking strength, margins, and China-related optionality.
Tech industry
fromFortune
1 week ago

The one number that will actually move Nvidia's stock Wednesday night | Fortune

Nvidia’s earnings are expected to beat estimates, but investors focus on gross margin to gauge pricing power amid AI-driven demand.
Tech industry
from24/7 Wall St.
1 week ago

Wall Street Holds Its Breath: Can Nvidia Possibly Meet the Sky-High Expectations?

NVIDIA faces guidance-driven expectations for Q1 fiscal 2027, with revenue, networking, and gross margin key to whether results beat priced-in odds.
Business
from24/7 Wall St.
1 week ago

Tech Stocks Plunge. Meanwhile, Costco Surged to All-Time Highs.

Nvidia delivered strong quarterly results but shares fell after hours, raising fears that overheated AI and semiconductor stocks may reverse and pressure broader tech.
Tech industry
fromTechCrunch
1 week ago

Nvidia posts another record quarter, reveals $43 billion of holdings in startups | TechCrunch

Nvidia reported $81.6B revenue, $75.2B data center revenue, authorized $80B buybacks, and forecast 12% next-quarter growth amid export uncertainty.
Silicon Valley
fromFast Company
1 week ago

Nvidia reports $81.6 billion in revenue, beating estimates

Nvidia reported fiscal first-quarter profit of $58.32 billion and $2.39 per share, with revenue of $81.61 billion, exceeding analyst expectations.
Tech industry
from24/7 Wall St.
1 week ago

Live: Nvidia's Q1 Earnings Tonight Could Send Shockwaves Across the Market

NVIDIA is set to report Q1 FY2027 results with high expectations for Data Center growth, networking strength, margins, and China-related optionality.
Tech industry
fromFortune
1 week ago

The one number that will actually move Nvidia's stock Wednesday night | Fortune

Nvidia’s earnings are expected to beat estimates, but investors focus on gross margin to gauge pricing power amid AI-driven demand.
Tech industry
from24/7 Wall St.
1 week ago

Wall Street Holds Its Breath: Can Nvidia Possibly Meet the Sky-High Expectations?

NVIDIA faces guidance-driven expectations for Q1 fiscal 2027, with revenue, networking, and gross margin key to whether results beat priced-in odds.
more#earnings
Business
from24/7 Wall St.
1 week ago

Forget Nvidia: This Beaten-Down High-Yield Leader Is a Far Smarter Buy for Patient Investors

NVIDIA faces valuation and demand-exposure risks, while AT&T offers steadier retirement income through committed dividends and buybacks.
#ai-chips
from24/7 Wall St.
1 week ago
Artificial intelligence

The Mag 7's Chip Strategies Just Got Serious, and Nvidia's OnceClear Lead Looks More Contested

fromEngadget
2 weeks ago
European startups

US reportedly allows 10 Chinese companies to buy NVIDIA's coveted H200 AI chips - Engadget

Tech industry
fromTNW | Nvidia
1 week ago

NVIDIA beats again, guides to $91bn for Q2 and authorises another $80bn of buybacks

Nvidia delivered record revenue and profit, raised its dividend, and authorized another $80bn buyback while guiding Q2 revenue to about $91bn.
Business
fromwww.aljazeera.com
1 week ago

Nvidia posts record profit of $58.3bn amid AI chip boom

Nvidia reported record quarterly profit and revenue, forecast further growth, and announced an $80bn buyback plus a dividend increase for shareholders.
Artificial intelligence
from24/7 Wall St.
1 week ago

The Mag 7's Chip Strategies Just Got Serious, and Nvidia's OnceClear Lead Looks More Contested

Nvidia is expected to maintain leadership in AI chips through strong product sales and expanding AI demand despite growing custom silicon competition.
European startups
fromTechRepublic
2 weeks ago

US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled

US export licenses permit Nvidia to sell H200 AI chips to select Chinese firms, but shipments remain stalled due to security and export requirements.
World news
from24/7 Wall St.
2 weeks ago

Trump Bought Up to $5 Million of Nvidia Stock -- Then OK'd AI Export Deals That Sent Shares Soaring

Advanced AI chip export approvals to China coincided with major Nvidia stock holdings and large personal trading activity by the U.S. president.
European startups
fromEngadget
2 weeks ago

US reportedly allows 10 Chinese companies to buy NVIDIA's coveted H200 AI chips - Engadget

US Commerce Department approved 10 Chinese firms to buy NVIDIA H200 AI processors, but NVIDIA has not yet delivered any units.
more#ai-chips
Tech industry
fromtheregister
1 week ago

Nvidia on track to be worlds leading CPU supplier claims CFO

Nvidia forecasts nearly $20 billion in CPU revenue and aims to become the world’s leading CPU supplier with Grace and Vera Arm-based chips.
Tech industry
fromTechCrunch
1 week ago

Jensen Huang says he's found a 'brand new' $200B market for Nvidia | TechCrunch

Vera CPU positions Nvidia to expand into a new $200B agentic AI market alongside Rubin GPUs.
Silicon Valley
fromFortune
1 week ago

Nvidia Q1 earnings: Chipmaker beats on earnings and boosts dividend, but forecasts disappoint | Fortune

Nvidia forecast $91 billion in sales for the quarter ending in July, prompting tepid investor reaction despite surging data center revenue and major dividend and buyback increases.
Business
from24/7 Wall St.
1 week ago

NVDY Sells NVIDIA's Best Days Each Month to Fund Its 60 Percent Distribution

NVDY generates weekly income by selling NVIDIA upside via a synthetic covered call while holding Treasuries, but it still tends to trail NVIDIA’s total returns.
fromEntrepreneur
1 week ago

The CEO of the Most Valuable Company in the World Says He 'Absolutely' Wouldn't Start It Again. Here's Why.

“Suppose I knew everything then that I now know - how hard it is and all of the pain and suffering and all the embarrassment and humiliation and all the setbacks,” Huang said, wondering if he would choose to go through it all again. “The answer, absolutely not.”
Silicon Valley
#ai-investments
Venture
from24/7 Wall St.
1 week ago

Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed

Nvidia’s AI investments and partnerships can improve growth prospects, but high valuations and uncertain long-term outcomes affect risk/reward.
fromTechCrunch
3 weeks ago
Venture

Nvidia has already committed $40B to equity AI deals this year | TechCrunch

Nvidia invested over $40 billion in AI equity deals in early 2026, including $30 billion in OpenAI and multi-billion investments in Corning and IREN.
Venture
from24/7 Wall St.
1 week ago

Nvidia Might Have Just Revealed the AI Sleeper Stock That Investors Missed

Nvidia’s AI investments and partnerships can improve growth prospects, but high valuations and uncertain long-term outcomes affect risk/reward.
Venture
fromTechCrunch
3 weeks ago

Nvidia has already committed $40B to equity AI deals this year | TechCrunch

Nvidia invested over $40 billion in AI equity deals in early 2026, including $30 billion in OpenAI and multi-billion investments in Corning and IREN.
more#ai-investments
European startups
fromArs Technica
1 week ago

China banned RTX 5090D V2 while Nvidia CEO Jensen Huang was visiting

Beijing banned Nvidia’s RTX 5090D V2 at customs checkpoints, limiting access to China-specific AI-capable chips amid US-China AI competition.
Business
from24/7 Wall St.
1 week ago

"4,000% or 5,000% Over Five or Six Years": Why Patient Investors in NVDA, AMD, and LLY Are Winning

Retail investors should hold leading companies instead of trading them, because long-term compounding can far exceed short-term gains.
Apple
from24/7 Wall St.
1 week ago

Prediction: Apple Will Be First to Hit a $6T Valuation. AI is a Massive Reason Why

Nvidia and Apple face high expectations as AI-driven stock momentum approaches a potential $6 trillion market-cap milestone.
Business
from24/7 Wall St.
1 week ago

NVIDIA Price Target Lifted to $300 by KeyBanc: Blackwell and Rubin Are Stacking Catalysts

NVIDIA price target was raised to $300 on expectations of Blackwell and Rubin catalysts, plus potential China H200 revenue, supporting sustained upside into earnings.
US Elections
fromwww.mediaite.com
2 weeks ago

Outright Lies': Congressman Brings Literal Receipts After Eric Trump Makes False Claim About Family's Investments

Eric Trump claimed family assets are in a blind trust using broad market indexes, but filings show thousands of individual stock trades including Nvidia purchases and sales.
Business
from24/7 Wall St.
2 weeks ago

Jim Cramer Says Buy Nvidia for Valuation, Not China Bet. Stock Trades Cheaper Than Intel and AMD.

NVIDIA is valued as a cheaper, growth-driven AI leader despite China-related uncertainty.
from24/7 Wall St.
2 weeks ago

Nvidia Isn't Just Breaking Out - It's Entering a New Altitude Zone the Market Still Hasn't Modeled

Shares of Nvidia have broken out in a big-time way, with shares blasting off more than 4% on Thursday, thanks in part to promising developments arising from China. Indeed, the U.S. government is giving the green light for a number of tech firms, including the likes of Alibaba, among others, to import Nvidia's H200 chips.
Silicon Valley
Tech industry
from24/7 Wall St.
2 weeks ago

Forget the Trump Beijing Trade. This Stock Has 27 Consecutive Quarters Above 30% Revenue Growth and Nobody Is Talking About It

NVIDIA’s rally is driven by agentic AI expectations and China headline risk, while MercadoLibre offers steadier fundamentals with geographic insulation and fintech growth.
Tech industry
from24/7 Wall St.
2 weeks ago

Nvidia Will Be a $10 Trillion Company By This Date

NVIDIA’s CUDA moat, multi-year GPU commitments, and strong free-cash-flow-driven buybacks support long-term compounding toward a $10 trillion valuation.
Tech industry
from24/7 Wall St.
2 weeks ago

Did Nvidia CEO Jensen Huang Just Unlock the $50 Billion China Market?

U.S. approval could allow Nvidia to sell H200 AI chips to 10 Chinese firms, potentially reopening access to a large Chinese AI market.
Artificial intelligence
from24/7 Wall St.
2 weeks ago

AI Investors Sitting on Big Gains Face a Choice: Let Winners Ride or Heed Michael Burry's Bubble Warning

Investors with large AI gains must choose between taking profits, holding, or adding risk, while evaluating whether AI growth justifies current semi stock valuations.
Silicon Valley
from24/7 Wall St.
2 weeks ago

Trump Brought 17 CEOs to China. Only Two Got Seats on Air Force One: Elon Musk and Jensen Huang

Two US tech CEOs with major exposure to US-China AI and manufacturing restrictions traveled with President Trump to Beijing, signaling potential policy leverage and market impact.
Berlin
fromZero Day Initiative
2 weeks ago

Zero Day Initiative - Pwn2Own Berlin 2026 - Day One Results

Twenty-two entries target AI databases, coding agents, local inferences, and NVIDIA products in Pwn2Own Berlin 2026 with live updates and results.
Silicon Valley
fromwww.mediaite.com
2 weeks ago

Trump Trashes CNBC for FAKE' Nvidia Snub Scoop But Network Says President's Scrambled China Trip Invite Came Only After Initial Story Ran

Jensen Huang is traveling with President Trump to China, contradicting a CNBC report that he was excluded, and Trump called the report fake news.
Business
from24/7 Wall St.
2 weeks ago

IREN Drops 9% After Friday Rip: NVIDIA AI Cloud Excitement Cools as Profit-Taking Hits

IREN shares fell after a surge tied to a major NVIDIA AI cloud partnership, with profit-taking and weaker recent financial results driving consolidation.
Tech industry
fromFortune
3 weeks ago

AI wins have Alphabet poised to become world's biggest company | Fortune

Alphabet has dominant positions across the AI ecosystem and is closing the gap with Nvidia in market value.
Silicon Valley
fromSFGATE
3 weeks ago

Nvidia CEO Jensen Huang doubles down on living in California, again

Nvidia CEO Jensen Huang said he would pay California’s proposed billionaire tax and emphasized giving back while expressing support for California.
Tech industry
fromTNW | Nvidia
3 weeks ago

NVIDIA takes $2.1bn warrant in IREN as part of 5GW AI data-centre deal

NVIDIA will fund IREN’s 5GW data-center pipeline via a five-year warrant, aligning GPU infrastructure supply with neocloud-driven AI demand.
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